2163 General Insurance Jobs - Page 17

Max Life Insurance Company Limited is looking for Senior Partner - Office Head to join our dynamic team and embark on a rewarding career journeyBuild and maintain relationships with clients or customers, developing a deep understanding of their needs and goals.Develop and implement strategies to increase business revenue and profitability.Manage a team of professionals, providing guidance, support, and feedback to ensure high-quality performance.Oversee projects and initiatives, ensuring they are delivered on time, within budget, and to the satisfaction of clients or customers.Collaborate with other stakeholders, including other partners, senior executives, and employees, to achieve business objectives.

Checks for completeness and appropriateness of source data. Involved in fact finding, information search and data gathering. Verifies and compiles data. Identifies and resolves routine and recurring problems. Skills Required Ability to analyze and process transactions based on rules. Able to integrate knowledge as a skilled specialist. Possess strong domain knowledge in Healthcare and Insurance domain.

""" Checks for completeness and appropriateness of source data. Involved in fact finding, information search and data gathering. Verifies and compiles data. Identifies and resolves routine and recurring problems. Skills Required Ability to analyze and process transactions based on rules. Able to integrate knowledge as a skilled specialist. Possess strong domain knowledge in Healthcare and Insurance domain. """

Greetings from SBI Securities Ltd !! We are looking for Relationship Officer - Demat & Trading A/c for our Retail Sales vertical. Role & responsibilities To source the business via allotted bank branches. Key focus areas acquiring broking clients (primarily on line). Activating clients for trading post acquisition. Acquiring and retaining new clients and HNIs. Cross sell other products as directed time to time. Providing clients with Demo & handhold to initiate trading activities after account opening. Should have hands-on experience and knowledge of General Insurance and Demat Sales will be preferable. This position will be on payroll of SBICAP Securities Ltd on fixed term contract which will be renewable annually as per performance and company norms. Preferred candidate profile Experience:- Fresher also can apply who is passed out in the year 2020 /2021/2022/2023/2024 Qualification:- Graduation/Post Graduation Age Criteria:- Below 28 Years Location : Pandariya , Pendra Road, TIFRA, RAIGARH Perks and benefits Fresher- 2.50 LPA ( CTC ) Experienced (only form NBFC/BFSI/Banking)- Up to 3 LPA based on current salary and experience. * Incentives are paid subject to performance as per applicable slabs. if you would like to explore the opportunity kindly walk-in at the below address and whats app your resume to 9666028640 SBI CAP SECURUTIES LIMITED shop No. 5 &6, 1st floor, T.M Business Park, Shrikant Verma Marg, Bilaspur, Chhattisgarh 495001

Role & responsibilities 1. Partner Acquisition 30% KPI Identify, onboard, and activate new insurance distribution partners including individual agents, POSPs, IFAs, and MF distributors. Evaluate potential of mutual fund partners and convert them into insurance partners. Strategically map the region to identify high-potential partners. 2. Partner Relationship & Business Activation 30% KPI. Build and nurture strong long-term relationships with acquired partners. Training Partner & his Team on products so that we can drive product mix as per our profitability. Provide training, onboarding support, and business tools to help partners succeed. Work closely with internal teams to ensure smooth issuance, payout, and support processes. Develop territory-level partner engagement and retention strategies. 3. Business Delivery 40% KPI Ensure regular and increasing business volumes from activated partners. Monitor and report sales performance against business targets. Drive insurance sales (Life, Health, General) through the partner network. Preferred candidate profile Experience working in NBFCs or fintechs. Ability to handle end-to-end partner lifecycle acquisition to business servicing. Excellent communication, relationship-building, and negotiation skills. 4-5 years of relevant experience in insurance sales via Agency, Bancassurance, or Partnership Channel. Existing relationships with insurance agents, POSPs, and mutual fund distributors in the respective city. Strong understanding of Life, Health, and General Insurance products.

Company: Marsh Description: We are seeking a talented individual to join our Claims team at Marsh Mc Lennan. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. The Knowledge Services team is an essential part of the strategic vision for Claims Advocacy. The Claims Advocacy team in Mumbai consists of dedicated claims professionals who support Casualty and Property claim advocates in the U.S. region. This role involves assisting Marine, Cargo & Logistics Claims Advocates in the U.S. Responsibilities include helping clients navigate their claims and managing complex insurance issues. The selected candidate will provide high-quality claims advocacy services tailored to the needs of the U.S. region. This position is located in the Mumbai office at Hiranandani. We will count on you to: Receive claim notices from US advocates and promptly notify relevant markets through the Operations team. Follow up with each market and the assigned claim adjuster to secure timely acknowledgment of the claim. Ensure that all correspondence and actions from the lead insurer are effectively communicated to all following markets. Proactively review all claims (new and old) and establish a plan of action to achieve a favourable claims resolution. Verify claims in accordance with the terms and conditions of the policy. Provide professional and timely communication with clients, brokers, and third parties to gather information and update them on the claims process. Provide regular and comprehensive status reports to account executives and claims managers. Work with the wider claims team to ensure the effective handling, processing and filing of claims on market and internal systems. Develop PowerPoint presentations for internal and external stakeholders. Chase for payments from insurers once claims have been approved to ensure prompt financial resolution. Ensure that the MClaim file is closed correctly, and all necessary documentation is completed. Collaborate with US claims advocates to support the management of complex and high-value claims, providing assistance as needed to ensure effective resolution. Assist US claims advocates by delivering data and analytics insights on high-frequency accounts, helping to identify trends and inform decision-making. What you need to have: 7-8 years of experience in the General Insurance domain across different types of claims, claims lifecycle and claim data. Graduate or masters in commerce or business administration or any equivalent education programme in Insurance domain. Should possess sound knowledge of Marine insurance claims related to cargo, vessels, or liabilities along with marine insurance laws and maritime regulations. Strong leadership skills with the ability to guide teams, make confident decisions, and drive results through collaboration and clear direction. MS Office proficiency (Word, Excel, Outlook, PowerPoint). Strong Excel proficiency. Strong verbal and written communication skills - excellent email writing skills. Must be comfortable with working on new age data management tools What makes you stand out Strong persistence and follow-up skills. Possession of relevant insurance designations such as AIC (Associate in Claims) or AII (Associate in Insurance) is highly beneficial. Knowledge and experience of resolving complex claims across a variety of relevant business lines. Proficient in data analytics tools, with a strong ability to derive actionable insights from complex datasets. Experienced in working with AI models, leveraging advanced technologies to enhance decision-making processes. Proven track record of collaborating with offshore colleagues, fostering teamwork and driving project success across geographical boundaries Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Marsh Description: We are seeking a talented individual to join our Policy Servicing team at Marsh. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Analyst Insurance Operations An opportunity to understand end to end lifecycle for UK Insurance Broking. A place to enhance your knowledge on work which is undergoing transition. In the first month, we expect you to understand the service or process. Learn about risk associated with service and deeper understanding of workflow by the end of second month of joining and within three months we would want you to become a process expert with knowledge on at least one of the Lines of Business. We have robust training around understanding insurance concepts and business knowledge. Learn about new system and process. Enhance your skills via various development programs offered in-house. Opportunity to build on your insurance knowledge through CII course All benefits as per the location HR policy will be applicable We will count on you to: Manage own queue of work to ensure timely delivery on all cases as per SLA Understand and process cases as per process guidelines and checklist Deliver on KPIs as per company standards Escalate delays and queries appropriately after due investigation Responsible for creation of SOPs for new processes, update process manuals Perform quality checks as per process requirement Identify opportunities for process improvements with a view to provide better client services Participate in process update sessions, Process Knowledge Tests, training and coaching sessions Ensure adherence to policies & procedures as per organizations standards and SOPs Ensure operational risks are highlighted on time and escalates the same to proper authorities for corrective action Adhere to data and information security guidelines What you need to have: Good verbal and written communication skills Attention to detail Ability to learn new processes and systems, ability to adapt to change Ability to prioritize and organize tasks Ability to work independently and as a part of a team Graduate Job Location - Pune 6 months - 4 years of experience in insurance broking domain What makes you stand out Analytical ability Good working knowledge of MS Office particularly Word & Excel Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh is the worlds leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSEMMC), the worlds leading professional services firm in the areas of risk, strategy and people. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businessesMarsh , Guy Carpenter , Mercer , and Oliver Wyman . For more information, visit marshmclennan.com , follow us on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Any Sales Experience Candidate Can Apply Minimum 6 year of Experience In Any Sales Required Candidates Preferred from Agency Channel Field work Age - 40 Any Graduate Interested Cnadidates Can Contant On - 09582248523

Recruit & train POSP insurance agents Maintain relation with the insurance agents Develop & implement sales strategies Generate report on sales performance & market trends Required Candidate profile 2 to 7 years of experience in General insurance sales Experience in insurance agent recruitment Willingness to do field sales Excellent communication and interpersonal skills Bachelor's Degree is must

Recruit & train POSP insurance agents Maintain relation with the insurance agents Develop & implement sales strategies Generate report on sales performance & market trends Required Candidate profile 2 to 7 years of experience in General insurance sales Experience in insurance agent recruitment Willingness to do field sales Excellent communication and interpersonal skills Bachelor's Degree is must

Any Sales Experience Candidate Can Apply Minimum 1 yrs of Exp Required Insuarnce sales Candidates Preferred from Agency Channel Field Work Age - 40 Any Graduation Interested Candidates Contact - 09582248523

We're Hiring | .NET Developer | Mumbai Are you a passionate .NET Developer with 2-5 years of hands-on experience? Looking for a dynamic opportunity in Mumbai where you can grow and make an impact? We are looking for skilled professionals who have experience with: .NET Framework 4.8 .NET Core WCF REST APIs SQL Server & MySQL GitHub (Good to have) AWS knowledge (Bonus) Experience in the Insurance Domain Location: Mumbai (Only Mumbai-based candidates considered) Experience: 2 to 5 Years Work Type: Full-time | Hands-on | Fast-paced & Multitasking environment Domain: Insurance (preferred) If you're dynamic, love challenges, and are ready to work under pressure while multitasking we want to hear from you! Interested? Share your updated CV at chinmaya@topgearconsultants.com Don't forget to mention the following details (Mandatory): Current Location Preferred Location Highest Qualification Total Years of Experience Current Salary Expected Salary Notice Period Let’s build something great together! Thanks & Regards, Chinmaya I HR Associate I www.topgearconsultants.com https://www.linkedin.com/in/chinmaya-ambre-9582572bb

Role: Relationship Manager (Motor Dealership - OEM) What is the purpose of the role - Client Relationship Management: Develop and maintain strong relationships with clients in the motor dealerships. Act as the primary point of contact for clients, addressing their needs and concerns promptly and professionally. Sales and Business Development: Identify and pursue new business opportunities within the equipment manufacturing sector. Achieve sales targets and contribute to the growth of the company's market share. Insurance Solutions: Provide clients with comprehensive insurance solutions tailored to their specific needs. Stay updated on the latest insurance products and industry trends to offer the best advice to clients. Collaboration and Coordination: Work closely with other departments to ensure smooth operations and effective service delivery. Coordinate with the underwriting and claims teams to facilitate the processing of insurance policies and claims. Reporting and Documentation: Maintain accurate records of client interactions, sales activities, and other relevant information. Prepare regular reports on sales performance and client feedback. Apply if you have - Graduation degree in any stream and have strong communication skills. Some awareness of Motor & General Insurance and have the zeal to be a Pro in Sales. Experience from 1 year to 5 years. Looking for fast growth in a challenging environment and willing to work hard. Proficiency and fluency in English, Hindi and any other local language preferable. About InsuranceDekho: InsuranceDekho is a leading Insurtech start-up, providing a one-stop solution for all general insurance needs both in B2B and B2C space. Through its digital platform, it aims to make insurance selling an interactive and educative experience. Insurancedekho is owned by Girnar Insurance Brokers Private Limited, a company incorporated under the companies act, 2013 and registered with the Insurance Regulatory and Development Authority of India as Direct Broker (General) Insurance bearing license no 588 With a strong focus on consumer delight, the company has developed proprietary technology to assist customers and partners through the entire lifecycle of a policy. With over 50+ Motor and Health plans from 19 insurers, InsuranceDekhos website and mobile-friendly digital platforms provide several features like splan comparison, instant policy issuance, claims management and renewal reminders, to name a few. Since launch, the company has grown exponentially and had coverage across 350+ cities in India. Our endeavour is to create Customer Delight by delivering Exceptional Experiences. With this vision, we aim to build a robust insurance eco-system which would enable customers to fulfil their insurance needs in a hassle- free way. The company facilitates both Motor and Non-Life Insurance with a strong focus on Motor Insurance across all segments Private Cars, Commercial Vehicles, School Buses, GCV, Bikes.

Roles and Responsibilities Manage a team of agents to achieve sales targets through effective agent recruitment, development, and training. Develop and execute strategies for agency development, focusing on commercial lines (property, marine, fire insurance). Develop and execute strategies for agency growth by identifying new business opportunities and expanding existing relationships. Ensure compliance with regulatory requirements while maintaining high levels of service quality. Desired Candidate Profile Strong understanding of general insurance industry with expertise in non-motor insurance products like fire, marine & property. Proven track record of achieving sales targets through effective agent recruitment & development.

Hiring Service Support Analyst - Service Support Management Support Analyst - Service Support Management plays a crucial role in Managing customer support operations, Ensuring high-quality service delivery, and Promoting customer satisfaction They combine technical expertise, leadership skills, and a customer-centric approach to drive excellence in service support within an organization. Primary Responsibilities Act as the primary point of contact for the branch, providing comprehensive support Responsible for end to end support of the policy lifecycle services Participate in renewal review meetings alongside Producer, CSM and sales team Support a team of 5-7 Client Service Managers at the branch Take Proactive measures to initiate pre and post-renewal activities promptly Monitor and follow up on triggered activities, ensuring their accuracy and timely completion Handle queries effectively, aiming to minimize re-work at service center Collaborates with branch to identify time consuming activities that can be offshored to service center Foster and maintain a positive relationship with branch staff to enhance the overall customer experience Skills and Competencies Excellent Written and Oral communication skills Interpersonal skills Proactive, Ownership and Accountability Insurance domain knowledge(mandatory) Minimum Qualifications and Experience Graduate with 3+ years of experience in an insurance domain (P&C) Insurance certification good to have Transition/onboarding of service - good to have SPOC - Single Point of Contact role for operations

TATA Term and Non Term Insurance Fresher with excellent communication Any BPO experience required with average communication will go Fixed Day Shift 1 Rotational off Salary:- 16000 To 17000 Required Candidate profile How To Apply..? To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Akshada :- 9822472894 Perks and benefits Incentives and growth opportunities.

Hannover R?ck SE India Branch commenced operations on February 1, 2017 The Indian regulator IRDAI granted the crucial license approval (R3) in December 2016 Known for its receptive, flexible, and open-minded approach, Hannover Re India is dedicated to fostering mutually beneficial business relationships We strive to stay ahead of the competition by offering innovative products and solutions in both property & casualty and life & health reinsurance You can look forward to Responsible as a part of P&C Treaty underwriting team of the Branch for achieving both topline and bottom line target in accordance with prescribed guidelines To analyse data and determine appropriate pricing factor using internal quotation systems Coordinate with various service centres like modelling team, QOT team, Centre of Competence at various locations Maintain adequate procedure, record, administration, and reporting of treaty business in force (including but not limited to, treaty systems, documentation and filing, data for portfolio analysis) in line with guidelines and standard operating procedures Assist the team in Client management and support, improving the Hannover re visibility and developing new business opportunities Partake in inter-departmental projects and taskforces as required Encode underwriting information into our internal administrative systems Contribute to the development, planning and execution of company strategy (including but not limited to profitability, underwriting, marketing, etc) in line with group strategy and goals Branch P&C UW Head and other Branch underwriters, KL Branch, Speciality UW divisions and support services at Hannover office, accounting and claims team members of India Branch You come equipped with Bachelors degree with insurance qualification 5 7 years minimum working experience in other Reinsurance Branches in India or in Reinsurance department of general Insurance Companies Good conceptual ability, good analytical and interpersonal skills Dynamic and entrepreneurially minded Good at MS Excel Should be a good team player and have positive attitude Good in dealing with external and internal customers NOTE: Should be comfortable with travelling in India and abroad as per work requirement for Hannover Re India Branch and Hannover Office (Germany) Discover your career opportunities Become part of our international network experts Let?s connect! Join Hannover Re India!

Direct Walk-in for Bancassurance Channel Experience:-Min 6 months in Sales/Life Insurance/BFSI CTC:-Upto 3.75 LPA+Incentives Contact Person:-HR Snehal:8788255050

1.Managing and growing the existing channel. 2. Recruitment of Sales Officers (Off-rolls and On-Rolls as per the manpower budget). 3. Ensure desired productivity per Sales officer is achieved. 4. Regularly monitor and control cover notes. 5. Responsible for achieving the top line and bottom line targets thru channel. 6. Provide end to end solutions to customers thereby ensuring that service level commitments are met. 7. Coordination with the various department for the approvals and smooth issuance of the Proposal.

SDM/BDM/ ASM/ SM Salary - 3 LPA- 5 LPA + Incentives Min experience - 1 year into sales Graduation Required Locations - Dasuya, Jalandhar, Gurdaspur, Amritsar, Ludhiana, Hoshiarpur, Tarn Taran, Phagwara, Nawanshahr, Bathinda, Moga, Barnala Job Description- Agent Recruitment & Training Sale of life insurance through agents Training, handholding, motivating & developing agents for better productivity Meet sales target month on month basis Good at communication and must be a local candidate Skills- Team building & Team leading Maintain strong relationships with clients to ensure long term Business Role: Insurance Sales / BD Manager Industry Type: Insurance Department: BFSI ,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

Role & responsibilities Manage corporate agency channel sales development by identifying new business opportunities, building relationships with clients, and increasing revenue growth. Develop and execute strategies to expand insurance broker network through partnerships and collaborations. Analyze market trends and competitor activity to stay ahead in the industry. Insurance sales and relationship building Role: Relationship Manager Industry Type: Insurance Department: BFSI,Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate

JobPurpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. JobResponsibilities(JR)Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards o Activation o Pitch for enhancement of limits o Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. o Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. o Calling of customers who have not transacted and know the reasons. o Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit o To ensure such customers are engaged and brought back to bank fold o To cross sell loan products with other banks for which such transfer may take place o To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: o Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained o To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size o Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers o Includes persuading the customer to continue and if required renew FDs o Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite o Ensure that the marketing analytics list on possible attrite, is called and retained ManagingClassicPortfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of Income generating Product Group Holding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievementofincomeplansand otherbenchmarkswithinportfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customerservices Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process o Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode.

Roles and Responsibilities Manage customer relationships to achieve sales targets for various financial products such as FDs, RDs, Life Insurance, General Insurance, etc. Identify new business opportunities through cross-selling and upselling existing customers needs. Develop a deep understanding of customers financial goals and objectives to provide tailored solutions. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of customer interactions and transactions.

JobPurpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. JobResponsibilities(JR)Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards o Activation o Pitch for enhancement of limits o Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. o Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. o Calling of customers who have not transacted and know the reasons. o Escalate to BM Product on any change in market situation threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit o To ensure such customers are engaged and brought back to bank fold o To cross sell loan products with other banks for which such transfer may take place o To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: o Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained o To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size o Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers o Includes persuading the customer to continue and if required renew FDs o Monitor large amount movements account closure from the deposit accounts and ensure that customer does not attrite o Ensure that the marketing analytics list on possible attrite, is called and retained ManagingClassicPortfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievementofincomeplansand otherbenchmarkswithinportfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customerservices Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process o Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode

Responsibilities: Manage agency network, drive sales growth. Develop new business opportunities through partnerships with agencies. Collaborate with field sales team on strategic planning. Interested candidate share cv at surbhi.choudhary@axismaxlife.com